Bloom Energy Corporation $BE Shares Purchased by Empowered Funds LLC

Empowered Funds LLC raised its stake in shares of Bloom Energy Corporation (NYSE:BE) by 139.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,826 shares of the company’s stock after acquiring an additional 8,629 shares during the period. Empowered Funds LLC’s holdings in Bloom Energy were worth $2,009,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Blue Trust Inc. increased its holdings in shares of Bloom Energy by 37.2% in the first quarter. Blue Trust Inc. now owns 188 shares of the company’s stock valued at $25,000 after purchasing an additional 51 shares during the period. Anchor Investment Management LLC acquired a new stake in shares of Bloom Energy during the first quarter worth $27,000. WPG Advisers LLC grew its position in Bloom Energy by 26.4% in the 4th quarter. WPG Advisers LLC now owns 321 shares of the company’s stock valued at $28,000 after buying an additional 67 shares during the last quarter. Hantz Financial Services Inc. grew its position in Bloom Energy by 45.5% in the 4th quarter. Hantz Financial Services Inc. now owns 320 shares of the company’s stock valued at $28,000 after buying an additional 100 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new position in Bloom Energy in the 4th quarter valued at $28,000. 77.04% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Bloom Energy

Here are the key news stories impacting Bloom Energy this week:

• Positive Sentiment: Expanded MiTAC partnership reinforces Bloom’s AI data-center opportunity. Bloom will deploy fuel-cell systems for an islanded microgrid as part of its expanded relationship with MiTAC Computing Technology. The agreement supports the investment thesis that onsite, reliable power is becoming increasingly important for rapidly expanding AI infrastructure. Bloom Energy MiTAC partnership announcement
• Positive Sentiment: Manufacturing expansion could support future demand. Bloom is considering an expansion in Fremont that could add hundreds of manufacturing jobs, suggesting management is preparing for growth in fuel-cell systems and AI-related onsite-power demand. Bloom Energy Fremont expansion article
• Neutral Sentiment: Strong quarterly results remain a fundamental support. Bloom recently reported $1.07 billion in quarterly revenue, up 165.5% year over year and above the $826.1 million consensus estimate. EPS of $0.78 also exceeded the $0.39 estimate. However, the stock’s elevated valuation and recent volatility may be limiting the effect of those results. Bloom Energy stock and earnings information
• Negative Sentiment: Repeated law-firm announcements are increasing legal and reputational risk. Several firms are promoting a securities class action covering investors who purchased Bloom shares between February 27, 2025, and July 8, 2026. The complaint reportedly alleges Bloom misled investors about China-related supply-chain exposure and scandium sourcing. The allegations have not been proven, but the continuing publicity is weighing on sentiment; the lead-plaintiff deadline is September 28, 2026. Bloom Energy securities class action announcement
• Negative Sentiment: A director’s stock sale may add to selling pressure. Director John Chambers sold 15,000 shares for approximately $3.08 million, reducing his direct ownership by 6.29%. He retains a substantial position, so the transaction alone does not establish a change in the company’s outlook. SEC insider transaction filing
• Negative Sentiment: Recent momentum has weakened. Articles note that Bloom has fallen roughly 20% over the past month after an exceptionally strong year-to-date rally. Investors appear to be taking profits and reassessing whether AI-driven growth can justify the company’s high valuation while the lawsuit remains unresolved. Bloom Energy recent pullback analysis

Insider Buying and Selling at Bloom Energy

In related news, insider Satish Chitoori sold 2,837 shares of Bloom Energy stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11, for a total transaction of $820,205.07. Following the completion of the transaction, the insider directly owned 207,417 shares in the company, valued at $59,966,328.87. The trade was a 1.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Aman Joshi sold 8,343 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $300.37, for a total value of $2,505,986.91. Following the completion of the sale, the insider directly owned 163,807 shares in the company, valued at approximately $49,202,708.59. The trade was a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 108,617 shares of company stock worth $30,648,609. 3.00% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Wall Street Zen upgraded shares of Bloom Energy from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Royal Bank Of Canada reiterated an “outperform” rating and set a $335.00 price target on shares of Bloom Energy in a research note on Wednesday, June 10th. BTIG Research reissued a “buy” rating and set a $295.00 price target on shares of Bloom Energy in a report on Wednesday, July 29th. Barclays raised their price objective on shares of Bloom Energy from $254.00 to $276.00 and gave the company an “equal weight” rating in a research report on Tuesday, June 23rd. Finally, Wells Fargo & Company lowered their price objective on Bloom Energy from $217.00 to $176.00 and set an “equal weight” rating on the stock in a report on Thursday, July 30th. Three analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $246.18.

Bloom Energy Price Performance

Shares of NYSE BE opened at $228.50 on Friday. The stock has a market cap of $65.00 billion, a price-to-earnings ratio of 304.67, a PEG ratio of 3.20 and a beta of 3.79. Bloom Energy Corporation has a 52 week low of $35.85 and a 52 week high of $351.28. The company’s 50-day moving average price is $255.43 and its 200 day moving average price is $212.11. The company has a current ratio of 4.09, a quick ratio of 3.41 and a debt-to-equity ratio of 1.59.

Bloom Energy (NYSE:BE) last posted its earnings results on Tuesday, July 28th. The company reported $0.78 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.39. Bloom Energy had a net margin of 7.87% and a return on equity of 35.45%. The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $826.13 million. During the same period last year, the firm posted $0.10 EPS. The firm’s revenue for the quarter was up 165.5% on a year-over-year basis. Bloom Energy has set its FY 2026 guidance at 2.550-2.850 EPS. As a group, research analysts forecast that Bloom Energy Corporation will post 1.93 earnings per share for the current fiscal year.

Bloom Energy Company Profile

Bloom Energy is a clean energy technology company that designs, manufactures and deploys solid oxide fuel cell systems for on-site power generation. Its flagship product, the Bloom Energy Server, converts natural gas, biogas or hydrogen into electricity through an electrochemical reaction, offering customers a reliable, low-carbon alternative to grid power. The company also provides a suite of services that includes system installation, remote monitoring and preventative maintenance to ensure long-term performance and uptime.

Founded in 2001 by Dr.